CoreCap Advisors
PHM icon

CoreCap Advisors’s Pultegroup PHM Stock Holding History

CoreCap Advisors’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$780K Sell
6,724
-648
-9% -$81.4K 0.02% 440
2026
Q2 		$1.01M Buy
7,372
+79
+1% +$9.6K 0.03% 383
2026
Q1 		$858K Sell
7,293
-20
-0.3% -$2.56K 0.03% 393
2025
Q4 		$858K Sell
7,313
-91
-1% -$11.2K 0.03% 399
2025
Q3 		$978K Sell
7,404
-180
-2% -$22.4K 0.04% 376
2025
Q2 		$800K Buy
7,584
+5,728
+309% +$577K 0.03% 399
2025
Q1 		$191K Buy
1,856
+322
+21% +$34.8K 0.01% 689
2024
Q4 		$167K Sell
1,534
-298
-16% -$38.7K 0.01% 749
2024
Q3 		$263K Buy
+1,832
New +$233K 0.01% 605
2024
Q2 		– Sell
-3,388
Closed -$409K – 2320
2024
Q1 		$409K Buy
3,388
+100
+3% +$10.7K 0.02% 434
2023
Q4 		$339K Sell
3,288
-868
-21% -$73.8K 0.02% 423
2023
Q3 		$308K Sell
4,156
-5,228
-56% -$417K 0.02% 414
2023
Q2 		$729K Buy
+9,384
New +$636K 0.05% 283
2022
Q4 		$328K Sell
7,207
-1,796
-20% -$75.7K 0.02% 435
2022
Q3 		$338K Sell
9,003
-1,566
-15% -$65.9K 0.03% 406
2022
Q2 		$419K Buy
+10,569
New +$445K 0.03% 352
2022
Q1 		– Sell
-10,155
Closed -$580K – 1641
2021
Q4 		$580K Buy
+10,155
New +$521K 0.04% 333

Other funds holding PHM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

CoreCap Advisors's PHM Position: Q3 2026 in Review

CoreCap Advisors reduced its Pultegroup (PHM) stake by 8.8% in Q3 2026, selling an estimated $81.4K and leaving 6,724 shares worth $780K. The position accounts for 0.02% of the portfolio, ranked #440.

CoreCap Advisors first reported a position in PHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.01M in Q2 2026. 185 funds tracked by Wall St. Rank hold PHM as of Q3 2026.

  • CoreCap Advisors held 6,724 shares of Pultegroup worth $780K as of Q3 2026.
  • CoreCap Advisors sold 648 Pultegroup shares in Q3 2026, an estimated $81.4K.
  • Pultegroup made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #440 holding.
  • CoreCap Advisors first reported a position in Pultegroup in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Pultegroup position peaked at $1.01M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Pultegroup as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.